Sort out taxes

The executor of an estate will often need to submit tax returns on behalf of the person that has died.

Depending on how long it takes to collect and distribute assets, you might need to submit tax returns on behalf of the estate.

If you are both an executor and a beneficiary, you might need to declare the assets you receive as part of your tax return.

There may need to be co-operation with family members if a testamentary trust is established under a valid will.